1.0AFCPEhttps://www.afcpe.orgRachael Deleonhttps://www.afcpe.org/news-and-publications/blog/author/rachael/#ResearchWednesday: Retaining Clients - AFCPErich600338<blockquote class="wp-embedded-content" data-secret="KeVhL5zpmq"><a href="https://www.afcpe.org/news-and-publications/blog/researchwednesday-retaining-clients/">#ResearchWednesday: Retaining Clients</a></blockquote><iframe sandbox="allow-scripts" security="restricted" src="https://www.afcpe.org/news-and-publications/blog/researchwednesday-retaining-clients/embed/#?secret=KeVhL5zpmq" width="600" height="338" title="“#ResearchWednesday: Retaining Clients” — AFCPE" data-secret="KeVhL5zpmq" frameborder="0" marginwidth="0" marginheight="0" scrolling="no" class="wp-embedded-content"></iframe><script type="text/javascript">
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https://www.afcpe.org/wp-content/uploads/2020/02/February-19.png10801080The shift from traditional defined benefit plans to defined contribution plans has changed the personal financial planning landscape significantly. Today, many individuals look to financial professionals such as advisors for guidance on establishing financial goals, investing, and identifying the right financial products for protection against an uncertain future. The services offered by a financial advisor are valuable. One area we […]